Glow Beauty Lab
Lead Route Trees · v1.0 · 2026.05.14

Every lead, every decision, every outcome — and where it converges

Seven channels. One set of workflows.

For any lead, you can trace the exact path from first touch to terminal outcome — and see which of Glow's 25 GHL workflows the lead converges into. Each channel tree previews its downstream workflows in a rail strip up top. The Convergence Map between the channel trees and the shared lifecycle gives you a directory that flips both ways: workflow → channels that feed it, and channel → workflows it produces.

Booked In nurture Lost / archived Retarget-eligible Flag — manual response

Status pills (where a lead ends up)

BookedOn the calendar. Win.
NurtureIn a drip — getting messages until they book.
LostWalked off · we can't reach them.
RetargetPeeked but bounced · eligible for an ad re-pitch.
FlagNeeds you personally — bad review / complaint / urgent.

Workflow ID prefix (W = Workflow)

W-A#Automation — owner-side helper (the team never sees, just less manual work).
W-B#Behavior / lifecycle — talks to the customer (booking, reminders, reactivation).
W-C#Communication — notification to you, your team, or providers (alerts, digests).
SharedShortcut to the shared lifecycle (the big tree at the bottom).

How to read the page

Each channel tree has a rail strip at the top showing which workflows it feeds into. Click any workflow chip to jump to its detail card.

The Convergence Map below the trees flips both ways — pick a workflow to see which channels feed it, or pick a channel to see every workflow it touches.

Or switch to the Flowchart view for the whole picture in one diagram.

01
Hero acquisition path

Meta Ad Campaign Funnel

Cold scroll. Paid traffic. Campaign-specific VSL slide deck + branching quiz + recommendation reveal. The highest-conversion entry surface — and the one with the most retargeting leverage when leads drop off mid-flow.

Lead sees Meta ad in feed. Click?
RetargetImpression only — no click. Lead now in audience for retargeting creative.
Clicked. Which campaign creative?
Weight Loss → /weight-loss/vsl-slides.html
Did they reach the VSL CTA?
RetargetBounced before slide 4.Did not engage. Eligible for re-engagement ad creative.
RetargetWatched VSL, didn't tap CTA.Engaged audience — retarget with a different creative angle.
Tapped CTA /weight-loss/assessment.html — did they finish?
RetargetBounced on intro screen.
NurtureStarted but dropped mid-quiz.localStorage saved — can resume via deep link. Retargeting ad with "finish your assessment" angle eligible.
Completed all 6 questions. SMS consent?
LostDid not consent.Submit blocked at consent gate. Inline error: "we need your okay to text — it's how the consult reaches you."
Consented + submitted. Tier?
Qualified (score ≥ 8)
NurtureRecommendation: GLP-1 Quick Start.Offer card: $99 first month + B12. Auto-reply SMS within 60s. Enrolled in [GLP1] drip (7 emails).
HandoffContinues to SHARED POST-BOOKING TREE ↓
Exploring (score < 8)
NurtureRecommendation: Discovery Consult.Soft offer: free 20-min consult. Enrolled in [NURTURE] drip (6 emails).
HandoffContinues to SHARED POST-BOOKING TREE ↓
Clear Skin → /clear-skin/vsl-slides.html
Same shape as Weight Loss branch above. Qualified → Broadband Reset ($199 first session + skin analysis) → [BROADBAND] drip · Exploring → free consult + $50 credit → [NURTURE].
HandoffAll paths exit to SHARED POST-BOOKING TREE ↓
Self-Care → /self-care/vsl-slides.html
Same shape. Qualified → Glow Reset Day ($189 HydraFacial + IV + Head Spa, 90 min) → [NURTURE] · Exploring → $89 HydraFacial intro.
HandoffAll paths exit to SHARED POST-BOOKING TREE ↓
Hormone & Energy → /hormone-energy/vsl-slides.html
Same shape. Qualified → HRT Discovery Visit ($249 with labs + 45-min provider consult) → [HRT] drip · Exploring → B12 + free consult → [B12].
HandoffAll paths exit to SHARED POST-BOOKING TREE ↓
02
Earned discovery

Google Search Website

Organic SEO traffic landing on glowbeautylabmedspa.com. Always-on, zero-paid-cost, but lower intent — no campaign tagging, lead enters with unknown source-of-interest.

Lead Googles "myrtle beach med spa" / service / brand. Click through?
LostBounced on results page — no node.
Landed on glowbeautylabmedspa.com. What action?
LostBounced on homepage — no further node.
HandoffTapped phone number → routes into PHONE TREE (subset of Walk-in / Direct Touch tree).
Tapped a service page (Tox / HydraFacial / GLP-1 / etc.)
Filled the GHL Website Form?
LostDid not fill — exit.
NurtureSubmitted form.Contact created in GHL with tag source: organic-google. NO campaign tag — Brittany / team must manually triage and apply protocol tag. Enrolled in [NURTURE] until intent clarified.
HandoffAfter manual triage, lead continues to SHARED POST-BOOKING TREE ↓
BookedTapped "Book" on service page → opens Aesthetic Record direct, lead joins SHARED POST-BOOKING TREE at "AR appointment confirmed".
LostTapped a blog/content URL — engagement only, no contact created.
03
Local intent

Google Business Profile Action

High-intent local-search visibility. Customers actively looking for a medspa in Carolina Forest / Myrtle Beach. The Reviews automation is already live here.

Lead sees GBP listing in local search / Maps. What did they do?
HandoffTapped "Call" → joins Phone-in path (under Walk-in / Direct Touch tree).
HandoffTapped "Directions" → may result in a walk-in.
HandoffTapped "Website" → routes into Google Search Organic tree at the "landed on glowbeautylabmedspa.com" node.
BookedTapped "Book" via GBP appointment widget → AR direct booking → SHARED POST-BOOKING TREE.
Left a Google review. Star rating?
Live4–5★ review.Reviews automation auto-publishes (live in production). No human intervention needed.
Flag1–3★ review.Flagged to Slack #glow-leads for manual response by Brittany or team within 1 hour.
LatentSaved the listing — no further node, latent interest only.
04
Social brand-build

Instagram / Facebook DM

Organic content — posts, reels, stories, profile views. The Conversation AI inbox routes DMs into a qualified-or-escalated branch. Comments are still manual-only.

Lead sees an organic post / story / profile. What action?
LostEngaged (like / comment) — no contact created, latent only.
Sent a DM → GHL Conversation AI Inbox
AI asks 2–3 qualifying questions. Lead responds?
NurtureLead provides info.Contact created in GHL. AI tags source: organic-social + matched interest:* tag. Routed to manual follow-up + matching drip. Hands off to SHARED POST-BOOKING TREE ↓
LostLead ghosts mid-conversation.Tagged engagement: cold, drip-only follow-up via [NURTURE].
FlagAI escalates to human (medical question / complaint / urgent intent).Slack #glow-leads ping → Brittany or team takes over within 1 hour.
HandoffTapped profile link (bio link) → routes into Google Search Organic tree.
LatentFollowed the account — newsletter-eligible (no immediate node).
LostShared post / story — no node (visibility only).
05
Word of mouth

Referral Trusted Intro

Highest-converting channel by far — an existing patient vouches. Currently un-incentivized; a referral-bonus workflow is proposed but not built.

Existing patient refers a friend. How did the referral arrive?
HandoffPhone call (referrer said "call this number") → joins Phone-in path.
HandoffWalk-in (referrer said "go in person") → joins Walk-in tree.
BookedDirect AR booking link (referrer shared URL) → SHARED POST-BOOKING TREE.
HandoffWebsite inquiry → joins Google Search Organic tree.
Was the referrer credited? (referral attribution)
TrackedReferral code provided at booking.Referrer tagged in GHL. Referral-bonus workflow proposed but not yet built.
GapNo code provided.Referrer is not credited — visibility gap. Long-term fix: build a unique-link or trackable code system.
06
Direct touch

Phone-in · Walk-in

No digital touchpoint — pure physical or voice contact. Front desk creates the contact manually. Conversion depends entirely on Brittany / team being able to capture info before the person leaves.

Lead arrives via phone or in person. Existing patient?
BookedExisting patient.Check schedule, treat as returning visit. AR has their patient record.
New (no record) — front-desk / phone intake
Did they leave their info?
NurtureFilled in-store / phone intake.Contact created in GHL with tag source: walk-in or source: phone.
Did they book a consult on the spot?
BookedYes — consult on AR calendar.SHARED POST-BOOKING TREE.
NurtureNo.Contact still created — drip enrollment ([NURTURE]) + manual follow-up by Brittany within 24h.
LostWalked out / hung up without leaving info — no contact (lost touch).
07
Legacy reactivation

Existing patient list Re-permission

The 1,518 contacts imported from the Pierre-era CRM. Most are stale. Workflow 7 sends a one-time re-permission email at Day-15 of the email-sender warmup to filter the real audience from the dead weight.

Workflow 7 fires Day-15 of warmup (~2026-05-27). Did they re-opt-in?
Yes — clicked re-permission link
NurtureTagged email-opted-in: true.If lead_interest known → enrolled in matching drip. Otherwise → [NURTURE].
ArchivedNo response in 30 days.Tagged consent: do-not-contact. Archived from active list — preserved for legal record only.
Organic re-engagementBooked directly / called / walked in independently of the audit — merges into matching channel tree.
Where the trees meet the workflows

Convergence Map

Every channel above terminates into one or more of Glow's 25 GHL workflows. Use the toggle to flip the view: see which channels feed a given workflow, or which workflows a given channel produces.

W-A1Missed-Call Text-Back

Inbound call missed → auto-SMS within 60 sec.

Followed byW-B1W-C1
W-A2AR → GHL booking sync

Aesthetic Record webhook (post $19/seat upgrade) mirrors bookings + updates contact fields.

W-A3Lead-source auto-tagger

Every new contact tagged by source so smart lists stay clean automatically.

W-A4Provider load alert

Daily AM check — if Hannah's / Aaron's day <50% booked, flag for fill-up push.

W-A5Churn auto-tagger

180 days no visit → auto-`lifecycle: churned` · removes from active nurture.

W-A6Pre-appointment intake auto-send

New booking → intake quiz (medical history + photo consent + pre-care) so providers stop closing charts after-hours.

W-A7Glow Club enrollment auto-tag

First Glow Club purchase → auto-tag · gates Club-only nurture.

W-A8Bad-data flagger

Daily sweep · surfaces contacts missing intake / consent / phone into a "needs fixing" smart list.

W-B1New Lead Nurture (service-aware)

Form submit · branched by HRT / Skin / Tox / GLP-1 / HF · 5–7 touches over 10 days.

W-B2Consultation Confirmation + Reminders

GHL consult booking → T-72h + T-24h + T-2h SMS · address, parking, intake reminder.

W-B3Pre-Appointment Intake

T-48h → sends intake quiz · medical history + photo consent + pre-care instructions.

Followed byTree ∞ consult
W-B4No-Show Recovery

AR marks no-show → 1h / 24h / 3d / 7d cascade (consult is still free).

W-B5–10Post-treatment aftercare suite

Tox · Filler · HydraFacial · HRT labs · GLP-1 refill · 90-Day Skin cadence.

W-B11Tox Day Drumbeat

Tox Day event (first Friday monthly) → T-14d + T-7d + T-2d + day-of SMS/email.

W-B12Botox Anniversary

11 weeks post-Tox → "Time to refresh?" SMS + AR booking link.

W-B13HydraFacial Monthly Rebook

30 days post-HF → monthly rebook nudge.

W-B14Bridal Pre-Wedding Prep

Wedding date custom field → 6-mo / 3-mo / 1-mo / 1-wk treatment reminders.

W-B15Birthday + Skin Anniversary

DOB or first-visit anniversary → branded message + birthday gift.

W-B16Pierre Legacy Re-Permission

One-time fire on A2P approval — email + SMS to 1,518 historical leads.

Followed byW-B1W-B17W-B18
W-B17Lapsed Win-Back

90–180d no visit → 3 touches · "Your skin misses you" + soft offer.

W-B18Churned Reactivation

180d+ no visit → 5 touches over 21 days · story-driven · service-specific offer.

W-B19Glow Club enrollment nurture

Glow Club opt-in → welcome + monthly value-stack reminder.

Inputsvia W-A7
W-B20Referral Ask

Post-second-visit happy state → referral link + two-sided reward.

W-B21VIP Tier Upgrade

Annual spend threshold crossed → "You unlocked VIP" + perks.

W-B22HRT Education Drip

HRT campaign form → 7-touch education · FDA black-box removal context · what to expect.

W-B2390-Day Skin Lead Nurture

Skin campaign form → educational content + before/after social proof + consult CTA.

W-B24GLP-1 Education + Eligibility

GLP-1 form → eligibility quiz follow-up + medical screening invite.

W-B25$99 HydraFacial New-Patient

HydraFacial campaign form → welcome + booking link + new-patient eligibility check.

W-C1New lead instant ping

Any form submit → SMS to Danielle (843-992-0656) within 30 sec.

W-C21–3★ review alert

Quo or GBP review → Slack `#ops-glow` · 1-click "I'll handle" pauses auto-response.

W-C3High-LTV lead ping

HRT or GLP-1 lead → SMS to Danielle + Hannah ($2–4K LTV · white-glove from minute one).

W-C4Complaint signal

Negative-keyword detection in chat/SMS → Slack escalation · pause Lumi auto-reply.

W-C5A2P status flip

A2P approval/rejection → Slack ping so we know the moment SMS is live.

W-C6Provider roster digest

Daily 5 PM SMS · tomorrow's patients + flagged charts (HRT initiations, complex histories, photo-consent missing).

W-C7Lab result follow-up

Lab data input → internal flag to Hannah/Solomon for response.

W-C8Consent missing day-of

Booking + no signed consent → internal flag + auto-text patient the consent link.

Meta Ad — Hero acquisition
Owner ops + notifications
Booking onward
Google Search — Earned discovery
Lead capture
Owner ops + notifications
Booking onward
Google Business Profile — Local intent
Owner ops + notifications
IG / FB Organic — DM funnel
Lead capture
Owner ops + notifications
Booking onward
Referral — Trusted intro
Lead capture
Owner ops + notifications
Booking onward
Walk-in / Phone-in — Direct touch
Owner ops + notifications
Booking onward
Existing list — Pierre-era re-permission
One-time fire
Re-opted-in routes to
No response 30d
Tree ∞ — Shared post-booking lifecycle
Pre-consult
Day-of (no-show or treat)
Win-back if dormant
Notifications throughout
flowchart LR
  classDef ch fill:#F7F1E7,stroke:#2A2520,color:#2A2520,stroke-width:1px
  classDef ow fill:#FAEFD4,stroke:#A87F33,color:#A87F33,stroke-width:1px
  classDef lc fill:#E8F0E5,stroke:#15803D,color:#15803D,stroke-width:1px
  classDef nf fill:#FCE7BC,stroke:#B0473A,color:#B0473A,stroke-width:1px
  classDef sh fill:#2A2520,stroke:#A87F33,color:#F7F1E7,stroke-width:2px,font-weight:600

  subgraph CH[" ACQUISITION CHANNELS "]
    direction TB
    M[Meta Ad]:::ch
    G[Google Search]:::ch
    GB[Google Business Profile]:::ch
    IG[IG / FB Organic]:::ch
    REF[Referral]:::ch
    PH[Walk-in / Phone]:::ch
    LIST[Pierre legacy list]:::ch
  end

  subgraph CAP[" LEAD CAPTURE "]
    direction TB
    WA1[W-A1 Missed-Call Text-Back]:::ow
    WA3[W-A3 Source auto-tagger]:::ow
    WA6[W-A6 Intake auto-send]:::ow
    WB1[W-B1 New Lead Nurture]:::lc
    WC1[W-C1 New lead ping]:::nf
    WC3[W-C3 High-LTV ping]:::nf
  end

  subgraph BOOK[" BOOKING + PRE-CONSULT "]
    direction TB
    WB2[W-B2 Consult Confirm]:::lc
    WB3[W-B3 Pre-Appt Intake]:::lc
    WB4[W-B4 No-Show Recovery]:::lc
    WC8[W-C8 Consent flag]:::nf
  end

  subgraph LIFE[" ACTIVE PATIENT "]
    direction TB
    WB5[W-B5-10 Post-Treatment Aftercare]:::lc
    WB11[W-B11 Tox Day]:::lc
    WB12[W-B12 Botox Anniv]:::lc
    WB13[W-B13 HF Monthly]:::lc
    WB15[W-B15 Birthday]:::lc
    WC2[W-C2 Review alert]:::nf
    WC6[W-C6 Provider digest]:::nf
  end

  subgraph LOY[" LOYALTY / WIN-BACK "]
    direction TB
    WB16[W-B16 Pierre Re-permission]:::lc
    WB17[W-B17 Lapsed Win-Back]:::lc
    WB18[W-B18 Churned Reactivation]:::lc
    WB19[W-B19 Glow Club nurture]:::lc
    WB20[W-B20 Referral Ask]:::lc
    WB21[W-B21 VIP Tier]:::lc
  end

  M --> WA3 & WB1 & WC1
  M -.HRT/GLP-1.-> WC3
  G --> WA3 & WA6 & WB1 & WC1
  GB --> WA1 & WB2 & WC1 & WC2
  IG --> WA3 & WB1 & WC1
  REF --> WB1 & WB2 & WB20
  PH --> WA1 & WA3 & WA6 & WB1 & WC1
  LIST --> WB16
  WB16 --> WB1 & WB17 & WB18

  WA1 --> WB1
  WB1 --> WB2
  WB2 --> WB3 --> WC8
  WB2 --> WB4
  WB2 --> WB5
  WB5 --> WB11 & WB12 & WB13 & WC2 & WC6
  WB5 --> WB15 & WB20
  WB20 --> WB19
  WB19 --> WB21
          

Same colors + workflow IDs as everywhere else on the page. Scroll horizontally on smaller screens. Switch views above to drill into a single workflow or channel.

All channels converge here

Post-Booking Patient Lifecycle

Once an Aesthetic Record consult is booked — regardless of which channel brought the lead — the rest of the journey is identical. Reminders, show/no-show, treatment, review, reactivation, membership.

AR appointment confirmed. Pre-consult flow:
Workflow 2T-24h before consult: reminder SMS fires.Recipient could reply STOP → tagged sms-opted-in: false, no further SMS.
Workflow 2T-2h before consult: second reminder SMS.
Day of consult. Did they show?
NO-SHOW → Workflow 4 recovery cascade
+1h"We missed you — want to rebook?" SMS.
+24hProvider follow-up call.
+3dRe-engagement email.
+7dFinal SMS, then tagged lifecycle: no-show, drops to [NURTURE] drip.
SHOWED → consult happens
Was treatment recommended & agreed?
NurtureProvider recommended but lead not ready yet.Drip continues, manual follow-up.
Yes — treatment booked → pipeline advances
Treatment day. Did they show?
RecoveryNo-show → repeat Workflow 4 recovery cascade.
Yes — treatment completed → Active Patient
T+24h: Workflow 3 Review Request SMS
5★ live4–5★ review → Reviews automation auto-publishes.
Flag1–3★ → Slack flag for manual response.
+30dDrip continues — cross-sell / upsell content.
T+90d inactive: Workflow 5 Reactivation fires
Re-engagedLoops back into [NURTURE] drip, eligible for new appointment.
No responseAfter 30 days → archived.
Joined Glow Club membership? (Pipeline B)
ActiveRecurring revenue. Quarterly renewal cycle.
Payment failedWorkflow 6 — Glow Club renewal recovery (Stripe cascade, proposed).
CanceledGlow Club archived for this patient.
SeriesIf treatment is a series (BBL, GLP-1 monthly, 90-day skin program) — cycle continues per protocol cadence.
DeclinedLead declined treatment.Drip continues, manual outreach.
DiscoveryConsult was discovery-only / non-fit.Soft drip continues — lead may re-emerge in 3–6 months.

Compliance gates — every tree respects these.

SMS · A2P 10DLC

Texting requires sms-opted-in: true tag. A2P registration expected approved 2026-05-22.

HIPAA tier

HRT + GLP-1 trees can't go live until the $297/mo HIPAA-compliant GHL plan is approved.

Meta Special Ad Category

Tree 1 (Meta Ad) — restricted creative review, no granular targeting.

Source of truth

Aesthetic Record holds patient data. GHL mirrors AR via webhook — never becomes the second calendar.